Trusted Experts with a Personal Touch

At our core, we’re all about you. When it comes to managing your money, it’s not just about the numbers. We take the time to get to know what you want to achieve and what matters to you.

Everyone’s’ situation is different, but their desired destination when it comes to financial planning is usually the same; to get to the point where they feel that their financial affairs are simple, organised and on track to meet their goals so that they can have the retirement they desire.

Louise Gilman Founder of LSG Financial

Get to Know the Faces Behind LSG Financial Planning

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Meet Our Expert Team

We steer clear of confusing jargon and overwhelming you with unnecessary details. Instead, we dedicate our time to helping you understand your finances and unravelling any complexities that may arise.

It’s not just about looking at your finances on paper; we’re here to support you in reaching your aspirations.

Louise Gilman

DipFA FSRE CertLTCP CeMAP CeRER FPIR Head of Financial Planning & Independent Financial Adviser
First and foremost, helping people from all walks of life to become financially confident and secure is my main objective.

Financial Advice shouldn’t be confusing, or jargon filled. You want clarity on your financial future, and you need a trusted adviser to take the headache out of starting the process, to make the complicated understandable and to keep you on track every step of your journey.

This is where I come in, it is important to me that you get more value out of our working relationship over time than you put in and this is constantly monitored throughout the course of your journey. I am here to support you in reaching your goals and aspirations and to become financially confident.

I provide holistic advice on Pensions, Retirement, Savings, Personal & Business Protection, Estate Planning, Tax-Efficient Investments and Equity Release.

It is rewarding seeing the positive results of our work with clients. It’s rewarding to know that our efforts make a real difference in their lives. These success stories keep us motivated to do even better.

Anne Taylor Client Relationship manager

ANNE TAYLOR

BA (Hons) DipPFS Cert CII (MP & ER) Client Relationship Manager
After Graduating from Liverpool University with a degree in History I then completed a post graduate diploma in law. I worked briefly for a couple of high street solicitor firms before joining West Mercia Police as a constable.

After 3 short but interesting years I decided that policing was not for me and decided to look at entering the financial services sector.

Fast forward 11 years and I am still working in financial services and loving it. I currently support Louise in her day to day work, managing your journey as a client of LSG Financial.

Outside of work I enjoy reading, holidays abroad, the great outdoors and getting in the gym when I can but not as often as I should!

Outside of work

I am fortunate to call one of the most beautiful parts of the UK, Cornwall, my home. When I’m not helping clients navigate their financial journeys, you’ll find me embracing the stunning coastline, exploring the beaches, and making the most of the great outdoors with my two fur babies. Whether it’s a brisk seaside walk or simply enjoying the fresh sea air, Cornwall provides the perfect balance to my work as a financial planner.

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